Ifa Admin

2 weeks ago

Glasgow, United Kingdom IDEX Consulting Full time

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
They have a lovely new office in Glasgow city centre.
They are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.
You will be responsible for processing and monitoring technical business, both new and existing.
In addition, you will be provided with study support for CII qualifications and a competitive salary. Working towards your diploma in financial services is desired. Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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